BEFORE YOU BEGIN
What Matters to Your Clients
Before you can determine whether you're earning their trust, you need to understand what they're looking
1. WHO'S THE CLIENT?
Choose the relationship you want to examine.
2. WHAT MATTERS MOST?
Select the four dimensions in the order you believe your client values them.
3. HOW DO YOU KNOW?
What informs your understanding? Select all that apply.
Help Me Understand My Client
Not sure what your client values most? Research their priorities before making your assessment.
This tool creates a research prompt for your preferred AI assistant. It does not conduct the research itself. Avoid entering confidential client information into an AI assistant without appropriate permission.